See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,230 | $155,795+27.9% | $136,294+46.2% | $69,631+186.1% |
| Participation rate | 78.6% | 75.2%+3.3pp | 81.9%-3.3pp | 70.7%+7.9pp |
| Annual return | 20.17% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $13,843 | $5,394+156.6% | $6,247+121.6% | $3,224+329.4% |
| Admin fee / account holder | $10 | $128-92.3% | $9,243-99.9% | $110-91.1% |